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Morse Asset Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Morse Asset Management’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.4K Sell
1,800
-65
-3% -$914 ﹤0.01% 271
2026
Q2 		$26.8K Buy
1,865
+42
+2% +$605 ﹤0.01% 272
2026
Q1 		$26.6K Buy
1,823
+40
+2% +$596 0.01% 257
2025
Q4 		$27.2K Buy
1,783
+37
+2% +$570 0.01% 249
2025
Q3 		$27.2K Buy
1,746
+236
+16% +$3.63K 0.01% 226
2025
Q2 		$23.2K Sell
1,510
-155
-9% -$2.4K 0.01% 227
2025
Q1 		$26K Sell
1,665
-217
-12% -$3.4K 0.01% 214
2024
Q4 		$29.2K Buy
1,882
+1,132
+151% +$17.5K 0.01% 225
2024
Q3 		$11.9K Buy
+750
New +$11.8K ﹤0.01% 257

Other funds holding DBL

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Aviance Capital Partners
Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Morse Asset Management's DBL Position: Q3 2026 in Review

Morse Asset Management reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 3.5% in Q3 2026, selling an estimated $914 and leaving 1,800 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Morse Asset Management first reported a position in DBL in Q3 2024 and has held it in 9 quarters since. The position peaked at $29.2K in Q4 2024. 43 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

  • Morse Asset Management held 1,800 shares of DoubleLine Opportunistic Credit Fund worth $24.4K as of Q3 2026.
  • Morse Asset Management sold 65 DoubleLine Opportunistic Credit Fund shares in Q3 2026, an estimated $914.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Morse Asset Management's portfolio in Q3 2026, its #271 holding.
  • Morse Asset Management first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2024 and has held it in 9 quarters since.
  • Morse Asset Management's DoubleLine Opportunistic Credit Fund position peaked at $29.2K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on Morse Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.